Wealth Management Industry Expert

3 weeks ago

New York, New York, United States Slalom Full time
About the Role

We are seeking a seasoned professional to join our team as a Wealth Management Industry Expert. As a key member of our global industry team, you will provide strategic guidance and advisory services to clients in the wealth management industry.

Key Responsibilities
  • Provide strategic guidance and advisory services to clients in the wealth management industry, including portfolio management, client onboarding, risk assessment, regulatory compliance, etc.
  • Drive $5M+ in attributed sales & revenue across client engagements.
  • Conduct in-depth analysis of market trends, regulatory changes and competitive landscapes to inform client strategies and decision-making processes.
  • Develop and implement innovative solutions to address client challenges, such as risk management, regulatory compliance, market expansion, and product development.
  • Lead and manage consulting engagements with a utilization target of 40%, ensuring the delivery of high-quality solutions that meet client objectives and exceed expectations.
  • Cultivate a culture of inclusion and connection across the capital markets community at Slalom.
  • Drive thought leadership both internally and externally to build brand awareness around our expertise in the capital markets industry.
Requirements
  • Extensive experience (15+ years) and deep domain expertise in the wealth management, asset management or financial services industry, with a proven track record of success in consulting / advisory and technology implementation roles.
  • History of building and managing sales pipelines of $5M+.
  • Strong understanding of financial advisory services, wealth management operations, portfolio management, and regulatory compliance.
  • Knowledge of the latest trends in wealth management including digital tools, robo-advisory, and alternative investments.
  • Familiarity with digital wealth management platforms, data analytics, and fintech innovations.
  • Strong understanding of compliance mandates and regulatory changes impacting wealth management services.
  • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients at all levels of an organization.
  • Proven leadership abilities, including experience managing consulting engagements, leading teams and driving results.
  • Advanced degree in finance, business administration, economics or a related field preferred.
  • Professional certifications such as CFA, FRM or CPA are a plus.
About Us

Slalom is a next-generation professional services company creating value at the intersection of business, technology, and humanity. With our fiercely human approach, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by over 700 technology partners, our nearly 12,000 team members in eight countries and 49 offices help people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For nine years running. Learn more at https://www.slalom.com/.

Compensation and Benefits

Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.

Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range for Director is $192,000 to $307,000 and the targeted base salary pay range is $220,000-$270,000. The base salary pay range for Senior Director is $225,000 to $359,000 and the targeted base salary pay range is $270,000-$310,000. In addition, this position is eligible for variable pay through an annual bonus compensation plan. These plans are based on achievement against sales targets and/or business objectives. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.

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